About MARGIN

MARGIN is a fee-only RIA in Denver built for senior corporate executives: complex compensation, investments, concentrated stock, corporate insiders, and tax planning that actually connects to the portfolio.

One advisor leads a limited number of complex family households, our operations lead owns every client touchpoint, and the planning engine behind them runs on documented SOPs, Wealthbox workflows, Loom reviews, and an AI stack.

Two planning surges a year, deep work in between, and a team where every seat has a real growth path, and a growing number of new clients.

  • Paraplanner with Tax Prep Reps (EA or CPA a Plus)

    MARGIN Deep, tax-integrated planning for corporate executives. Deliberately small, AI-first, fee-only.
    Anywhere
    • 1099
    • Fee-Only
    • Full Time
    • Part Time
    • W2
    • Posted 2 months ago
    • October 20, 2026